Create Groups and Import Targets

Before you can start sending emails you must first create a group and add targets. It's possible to sync targets from various third-party platforms, including Azure AD, Google Workspace, and Okta. It's also possible to add targets via CSV import. Follow the steps below to import targets via CSV:

NOTE: For more details on group and target management, please review the Targets / Groups and Third-Party Integration sections of our User Guide. 

1. Navigate to Targets/Groups > Create Group
2. You will now be taken to the Group Settings page. Start by giving the group a unique Group Name, selecting the Default Language and the Default Time-zone.
3. Under Third Party Sync, select the drop-down menu to import your CSV file
   

   NOTE: If you want to import targets via an integration, please review the Third-Party Integration section of the User Guide.

4. On the CSV Import screen, if your file contains a header line, check the File Contains Header Line checkbox.
5. If you already have targets in the system, check the Update Record If It Exists Already checkbox.
6. If you want to deactivate targets that are not in the CSV file, check the Deactivate Records If Not Present In File checkbox.
7. Click "Review Import".
8. Review your CSV import and map target fields to the CSV's columns. If everything looks correct, click "Import Now".
9. You will be directed to a page that displays import progress in real time. You may navigate away from the page if you wish. You can also check on the import progress on the Manage Groups page.

Now that you have created a group and imported targets, you are ready to Safelist Phishing and Training Emails!